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Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks,...
Eye Spy a Summer Buy
Do you want to own a business with a serious competitive advantage? You’re probably thinking of something with a name brand, preferably with cutting edge technology, that ha...
Long-Short Idea List: 02-14-19
Each week we produce a chart book of 5 to 10 stocks which have hit our watch list for potential additions to our long-short equity trading portfolio.
Quick Take: Mester Signals Panic at the Fed
Last night the following Reuters headlines hit the wires. The report is from a speech given by Cleveland Federal Reserve Governor Loretta Mester.
Selected Portfolio Position Review: 02-13-19
Each week we produce a chart book of 10 of the current positions we have in our equity portfolio. Specifically, we are looking at the positions which warrant attention, or are...
Sector Buy/Sell Review: 02-12-19
Each week we produce a chart book of the S&P 500 sectors to review where money is flowing within the market as whole. This helps refine not only decision making about what...
Major Market Buy/Sell Review: 02-10-19
Each week we produce a chart book of the major financial markets to review whether the markets, as a whole, warrant higher levels of equity risk in portfolios or not. Stocks,...
Headwinds for the Stock Market
The stock market, measured by the S&P 500 index, has risen by 17% since late December. Despite the bullish sentiment, the options markets are pricing in a modest pull-back ahead of or into opt...
